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QRVO
CNBC
206 days

Starboard takes a stake in Qorvo. Here are the steps the activist may take to improve margins

1. Starboard Value holds a 7.71% stake in Qorvo, pushing for operational efficiency. 2. Qorvo relies heavily on RF sales, especially from Apple and Samsung. 3. Starboard has prior success improving margins at semiconductor companies. 4. Qorvo's recent performance has lagged behind peers like Skyworks Solutions. 5. Board changes are likely as Starboard seeks improved shareholder returns.

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FAQ

Why Bullish?

Starboard's activism historically leads to positive stock returns, indicating potential for QRVO.

How important is it?

Starboard's involvement promises potential operational improvements, crucial for QRVO's future competitiveness.

Why Short Term?

Anticipated board changes may quickly impact Qorvo's direction and performance.

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